There is talk of some interest in the construction sector (and shipping firms), as these may be in demand for the massive reconstruction work after the Tsunami. This is not borne out by todays drop in some nautical stocks... but...
Possible that VP would indirectly (or even directly) benefit from this; the indirect benefit would arise from larger firms' resources being taken abroad, putting pressure on the supply side.
I shall sit on my hands on this one. Donations can come fromthe sale of another stock.